DIFFERENTIATE YOURSELF. The Pre-eminent Standard in Wealth Management Services. Earn the Real Wealth Manager (RWM TM ) Certification.

Transcription

1 The Pre-eminent Standard in Wealth Management Services. DIFFERENTIATE YOURSELF. Earn the Real Wealth Manager (RWM TM ) Certification. FACULTY OF MANAGEMENT Your Potential is Limitless TM Only with: Deliver a holistic approach to wealth management by systemizing your financial, legal and tax advisory services. Lead a collaborative team and help your clients accumulate, preserve and transition their wealth. MAKE A GREAT INVESTMENT IN YOURSELF! As a RWM TM specialist, you ll provide multi-generational advice and goal-based financial solutions by leading the way and ensuring your clients succeed in every lifestyle stage. Take a bold step. Earn Your Real Wealth Management TM Designation. TAKE A FREE TRIAL TODAY! EVERYTHING IS INCLUDED: > > Personal course selection consultation and virtual campus orientation > > Lesson plans and study plans > > Personal instructor support by > > Comprehensive Knowledge Journal > > EverGreen Explanatory Notes - Online Research Library > > Practical case studies using professional software > > Calculators and tools you can use immediately > > Testing and certification > > CE/CPD accreditation by various professionals Knowledge Bureau is a widely respected education institute and publisher based in Canada. Our world-class education is innovative, informative, and in-depth, with an academic approach focused on knowledge, skill building and leadership. Join thousands who have earned their credentials in the comfort and convenience of their own home or office, at their own pace. Take a free trial and make a risk-free decision. ESPECIALLY FOR: Financial Advisors, Tax and Estate Advisors, Insurance and Investment Advisors, and Divorce, Elder Care and End of Life Counsellors. For more details visit or call toll-free: The RWM, MFA, MFA-P, DFA-Tax Services Specialist and DFA-Bookkeeping Services Specialist designations are registered certification marks of Knowledge Bureau

2 1 WHO IS THE REAL WEALTH MANAGER? The most trusted financial advisor is the strategist who leads all the other specialists in the execution of the clients strategic financial plan. Demonstrating deep and broad knowledge in tax-efficient investment, retirement and estate planning, the RWM is the coveted role deservedly filled by this knowledgeable professional. 2THE RWM ADVANTAGE: CERTIFIED SKILLSETS Advisors authorized to use RWM behind their names have a deep and broad understanding of both the behavioral and financial skills required to manage family wealth over several generations. Using extensive skills in providing tax efficient Real Wealth Management services, clients are presented with an unparalleled opportunity to work with a primary advisor who has assembled a trusted team of specialists to help guide financial requirements throughout various family lifecycles. In collaboration with the family, the RWM TM develops a strategy and follows a process to manage intergenerational wealth on an after-tax basis. This sets the standard for decision-making for investment, retirement, business, succession and estate planning. The team is then responsible for the stewardship of wealth from one generation to the next. 3 MEETING HIGH STANDARDS - COMPLEMENT YOUR CREDENTIALS The RWM is earned with the completion of an 12 module program. Ongoing use of the certification mark requires 30 hours of continuing professional development in each two year cycle. Best of all, the RWM complements other industry designations, requiring the graduate to be in good standing and practice with the highest standards of conduct. WHAT OUR GRADUATES SAY: Knowledge Bureau, with their first-class courses, offers a sustainable, long-term educational framework for industry professionals. This is about implementing the Real Wealth Management process from an emotional intelligence, as well as a technical point of view, to guide clients in achieving their goals. - Stephanie Keller, RWM registrar@knowledgebureau.com Phone:

3 4 WHAT S INVOLVED? With the training, tools and processes, a RWM is better positioned to consider a client s situation with a higher standard of care than a regular advisor. Over the long term, the RWM contributes not only as a knowledge specialist, but most importantly, as the primary advisor trained in the inter-advisory discipline of Real Wealth Management. Specifically, the RWM possesses: 1. Deep Knowledge in a field of specialization suitable to their clients needs: Investment Income Services Retirement Income Services Tax Planning Services Succession and Estate Planning Services 2. A Strategy and Process for Joint Decision-Making: Accountant or Income Tax Specialist Insurance Advisors Investment Advisor Spouse Community Child 1 Benefits and Pension Advisor RWM CFI* Child 2 Bankers and Lenders Financial Planner Retirement Income Planner Business Parents Grandchildren * Chief Family Influencer 5 SYNONYMOUS WITH HIGH STANDARDS We are proud to be the exclusive post-secondary educational institution offering the RWM Certificate of Distinction as well as the MFA, MFA-P and DFA- Specialist Designation Programs, each of which lead financial professionals to a deeper level of specialization in their chosen field of expertise. Tens of thousands of professionals in the financial services, tax and accounting fields have trained with us over the years. A Knowledge Bureau Education is synonymous with high standards of excellence. Our programs include self-study courses conveniently available online, regional CE Summits, conferencing, books, subscription services and most recently the RWM Program. - Evelyn Jacks, Founder and President It is necessary for professionals, who are in a position of trust, to provide a basic education in personal finance, tax situations, wealth management and succession/estate planning to each client. - Troy Harrison, MFA - Business Services Specialist, RWM

4 Structure your advisory practice for the future with the elements of Real Wealth Management Program and earn your RWM certification. 6 FEATURES OF THE REAL WEALTH MANAGEMENT PROGRAM 12 Comprehensive Modules 15 Professional Software Tools Personalized Instruction DEFINING REAL WEALTH MANAGEMENT THE STRATEGIC APPROACH IN REAL WEALTH MANAGEMENT THE COSTS OF BUILDING WEALTH OBJECTIVE-BASED PLANNING AND JOINT-DECISION MAKING MANAGING SOURCES OF INCOME AND CAPITAL THE REAL WEALTH MANAGEMENT PROCESS ELEMENTS OF RWM: ACCUMULATION ELEMENTS OF RWM: GROWTH ELEMENTS OF RWM: PRESERVATION ELEMENTS OF RWM: TRANSITION LEADING WITH THE REAL WEALTH MANAGEMENT STRATEGY ADVANCED TAX UPDATE FOR REAL WEALTH MANAGERS REAL WEALTH MANAGER by successfully completing 11 modules in the Elements of Real Wealth Management Program KNOWLEDGE BUREAU registrar@knowledgebureau.com Phone:

5 7 WHAT SKILLS DOES A REAL WEALTH MANAGER HAVE? The RWM TM, the primary advisor in providing comprehensive and collaborative wealth advisory services, is specifically trained to lead strategic decision-making by an inter-advisory team with family stakeholders. The steps to this approach include: Possessing deep knowledge in the advisor s field of practice Acting as the primary advisor through a strategic process of decision making Listening for the client s life and financial triggers Strategizing using the Four RWM Elements : Accumulation, Growth, Preservation and Transition of sustainable wealth Managing the team of specialists to provide required expertise for financial solutions Implementing the RWM strategy on an efficient after-tax, after-cost basis with all stakeholders Analyzing financial data expertly and consistently over time to meet financial milestones Reviewing and adjusting the strategy and process to meet ongoing client objectives 8 CLIENTS WANT CUSTOMIZED SOLUTIONS According to a recent study* by the CFA Institute, the connection between professional skills and customer outcomes must become more symbiotic... wealth managers must demonstrate greater relevance to the current and future needs of clients and prospects. The RWM TM cements his or her relevance to the family by confidently delivering customized financial strategies based on client objectives and goals with a process for accountable solutions over time. Your clients will appreciate the opportunity to make sound financial decisions with a most trusted advisor who really knows them well and can help them visualize the future while navigating a complicated financial world. The result is a pathway to true affluence and peace of mind. *The Value of Premium Wealth Management, EARN YOURSELF A PRESTIGIOUS CERTIFICATE AND THE RWM An ever-growing number of advisors from all sides of the financial services are competing for clients. To avoid getting lost in the noise and to survive and grow, leading advisors can now differentiate themselves with this advanced level designation that complements the standard designations held by many planners, advisors and accountants. Become the primary advisor through all market conditions and life cycles Enhance your skills, fast-track your career and elevate client services Increase assets, revenue, team efficiency and profitability Work effectively with and increase referrals from other professionals Differentiate yourself from the mass of designation holders with a unique education The RWM, MFA, MFA-P, DFA-Tax Services Specialist and DFA-Bookkeeping Services Specialist designations are registered certification marks of Knowledge Bureau

6 CHOOSE KNOWLEDGE BUREAU: YOUR TRUSTED EDUCATION PARTNER. Apply a strategic approach to professional wealth management with all the specialists on your client s team. TAKE A RISK-FREE TRIAL knowledgebureau.com Take the first steps now... Become a Realth Wealth Manager We would like to create a lasting learning relationship with you and your team, for all your professional development and continuing education requirements including the attainment of the RWM certification mark. COUNT ON US FOR: Practical training you can use right away with your team and clients Unparalleled personalized attention to ensure your success in the program Flexible learning format to fit even the busiest schedules conveniently online and available 24/7 Tax deductible tuition fees which qualify for the Tuition Fee Credit on your tax return All course materials, custom-designed software tools, research library, quizzes, testing and personal support are included in the single fee No risk, money-back guarantee take a free trial anytime Continuing education credits from most professional bodies and regulators A well-organized and comprehensive course written in simple, easy to understand language. I have learned the principles in Real Wealth Management, its process and applications. I liked all the different calculators to assist in financial decision making. I enjoyed the audio presentation that outlines each lesson s key learning objectives, which is an excellent supplement to the Knowledge Journal. Excellent tax research explanatory notes. - Richard L., RWM TM, ON registrar@knowledgebureau.com Phone:

7 IDENTIFICATION REGISTRATION FORM - ONLINE STUDIES registrar@knowledgebureau.com TOLL FREE: ONLINE 24/7 Name (first/last): Student ID#: Current Designations: Company: Address: City: Province: Postal Code: Home Phone: ( ) Cell Phone: ( ) Work Phone: ( ) Referred by: Promo Code: CHOOSE PROGRAMMING To specialize select 4 courses in your preferred discipline plus two others from any program. FACULTY OF PERSONAL/CORPORATE TAXATION DFA - Tax Services Specialist TM Income Tax Filing Fundamentals Personal Tax Filing and Planning Advanced Tax Filing and Planning Tax Accounting for Proprietorships Tax Accounting on Death of a Taxpayer Fundamentals of Filing Trust Returns MFA TM - Business Services Specialist Advising Family Businesses Corporate Income Tax Fundamentals Tax Planning for Incorporated Professionals Tax Planning for Corporate Owner/Managers Business Valuation for Advisors Cross Border Taxation * or choose any one course in any program FACULTY OF BUSINESS ACCOUNTING DFA - Bookkeeping Services Specialist TM Bookkeeping for Small Businesses Advanced Payroll for Small Business Debt and Cash Flow Management Managerial Accounting and Budgeting Accounting for Multiple Business Profiles Accounting for Business Growth and Transition FACULTY OF RETIREMENT PLANNING MFA TM - Retirement and Succession Services Specialist Debt and Cash Flow Management Tax Strategies for Investors Fundamentals of Succession Planning Tax-Efficient Retirement Income Planning Portfolio Risk Management in Retirement Planning with Trusts FACULTY OF MANAGEMENT RWM TM - Real Wealth Manager Program The Pre-Eminent Standard in Wealth Management Services MFA TM - Executive Business Growth Specialist Business Leadership, Culture and Continuity Strategic Business Planning Operation Foundations to Support Business Growth Business Law & Contracts Marketing Mastery for Business Builders Executive Business Builder Retreat * FACULTY OF STRATEGIC GIFT PLANNING MFA-P TM - Philanthropy Services Specialist Introduction to Strategic Philanthropy Understanding the Charitable Sector Integrating Gift Planning Vehicles in Planning TUITION and STUDY PLAN BONUS: SAVE 50 MORE WHEN YOU REGISTER BY JUNE 15 TECHNICAL SKILLS MASTERY: Study Period: Regular Tuition Rates: Multiple Course Discount: Savings: Cost Per Course: DESIGNATION 6 courses 18 months 4,770 3,570 25% 595 DIPLOMA 3 courses 9 months 2,385 2,085 12% 695 EZ-PAY PLAN (39/course instalment fee) First Payment Monthly Installments 1 x x x x 302 CERTIFICATE 2 courses 6 months 1,590 1,390 12% 695 CERTIFICATE 1 course (ALUMNI) 3 months % 745 CERTIFICATE 1 course (NEW STUDENT) 3 months 795 N/A N/A 795 BUSINESS SKILLS MASTERY: MFA TM - Executive Business Growth 18 months 4,770 3,570 25% 595 MFA-P TM - Philanthropy 9 months 995 N/A N/A 995 RWM TM - Real Wealth Manager 9 months 995 N/A N/A 995 PAYMENT OPTIONS: FULL PAYMENT EZ-PAY PLAN (1st Payment Only Now, See Above) BONUS - ENDS JUNE 15 SUBTOTAL HARD COPY Textbook 125 per course GST/HST ( RT001) TOTAL DUE NOW: (50.00) PAYMENT METHOD: Credit Card Visa MasterCard Cash/Money Order Card Number: Expiry Date: / Amount: Name on Card: Signature: 1 x x x x x x 332 For Curriculum, Academic and Refund Policies, and Procedures and Technology Specs go to: index.php/about-us/knowledge-bureau-policies/ I agree to receive course updates, scheduling, communications, certification and transcripts from Knowledge Bureau Knowledge Bureau Inc. All Rights Reserved.